Blackstone Secured Lending Fund Aktie News

The market looks very overvalued today. However, there is a corner of it that appears largely overlooked. I detail why I am pouring a large percentage of my portfolio into this golden buying opportunity.

Part 2 of this article compares Blackstone Secured Lending's recent dividend per share rates, yield percentages, and several other highly detailed (and useful) dividend sustainability metrics to 11 other BDC peers. BXSL's management team remains cautious regarding 2026 dividend sustainability (along with most peers). Several peers will be reducing their dividend during calendar Q1 2026 (this up...

BDCs face earnings pressure from lower base rates, but fears of severe dividend cuts are overstated. Quite many BDCs have several levers to pull in order to absorb ~100 bps of base rate cuts without touching their dividends. Yet, I would say that the non-accrual risk is understated.

Agency mortgage REITs duel to the dividend cut. There are 7 facing off. The top 3 are much better than the other 4. Valuations are important and awful. Deal with it.

BXSL continues to cover its dividend with NII above 100%, supported by a strong $1.89/share spillover income buffer (61% of annual dividends). 97.5% first-lien loans and just 0.1% non-accruals make BXSL one of the safest BDCs despite falling interest-rate pressures. Trading around book value (~1.0x BV), BXSL is considered a long-term buy, with stronger buy territory below 0.9x BV.

Blackstone Secured Lending Fund remains a high-yield, value 'Buy' with an 11% dividend yield and a disciplined, conservative portfolio. BXSL's portfolio is 97.5% first-lien, senior-secured loans, with a 0.1% non-accrual rate and a 50% equity buffer, supporting income stability. Q3 results showed NII per share of $0.82, covering the $0.77 dividend at a 106% ratio, while portfolio companies poste...

Blackstone Secured Lending (BXSL) is rated a STRONG BUY, trading notably below its estimated NAV with a price target of $33.20 per share. BXSL outperforms most BDC peers on adjusted NII, low non-accruals, attractive cumulative realized gains, and minimal oil and gas exposure. BXSL's portfolio is 99% senior secured loans, with below-average credit risk and the lowest management fees among extern...

This 8%-yielding machine is positioned for very strong upside, growing passive income, and relatively low risk. The market is ignoring this unrivaled combination of quality, growth, and high yield. Don't miss out on three of my largest holdings.